Finance Jobs in Fayetteville, NC

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Financial Services Specialist (Jr. Banker)

First Citizens Bank Fayetteville, NC

Fayetteville, NC

Today

Full time Banking Client Relations Client Service

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Job Description

Support branch sales and service delivery by building banking relationships through proactive outreach, responsible execution, and referral-based partnership.

Responsibilities

Achieve assigned individual and/or team financial, production, and relationship results against metrics and goals.
Engage customers, prospects, and referral sources through proactive outreach.
Represent the bank in the community when appropriate by attending and participating in civic and community events to generate business and identify potential CRA opportunities.
Use sales practices designed to create value for both customers and the bank.
Partner, plan, and prepare to ensure conversations include the financial guidance needed for informed decisions.
Maintain collaborative partnerships that deliver value for customers, prospects, and colleagues.
Initiate conversations to uncover sales or referral opportunities.
Listen to understand customer needs and preferences; ask insightful questions; take prompt actions to address immediate needs.
Optimize performance by seeking coaching, supporting bank initiatives, and leveraging tools to enhance daily activity.
Comply with all regulations, bank policies, procedures, and delegated authorities to manage risk across credit, operational, reputational, regulatory, and legal aspects of interactions, transactions, and exposures.
Complete required training by established deadlines.
Perform general office management duties as assigned to maintain operational efficiency.
In roles responsible for deposits, ensure transaction accuracy and operational efficiency.
Support sales and service delivery in the branch.
Build and expand banking relationships through proactive customer outreach and customer service requests.
Fulfill deposit accounts, payment solutions, digital access products, and lending; identify and refer sales opportunities to the appropriate bank partner.
Adapt to branch needs by providing customer service in both transaction processing and a sales role.

Requirements

Bachelor's Degree OR High School Diploma or GED/Equivalent plus one of the following:
- 2 years of experience in Sales or customer service
- 6 months of experience in a customer support role at First Citizens Bank
- Participation in a First Citizens career development program
Preferred: Bachelor's degree.
Preferred: Telephone sales experience.
Ability to apply a structured sales process.
Provide financial guidance and expertise.
Financial literacy.
Knowledge of retail banking products and services.
Build rapport with different personalities to drive positive results.
Self-starter with discipline to manage daily calling activity to meet required results.
Interpersonal communication skills for proactively engaging in conversation.
Customer service skills with professionalism and empathy.
Adaptability to learn and adapt quickly to new information and technology.
Teamwork and ability to build strong working relationships with team members and cross-functional partners.
Flexibility to handle multiple demands and shift priorities efficiently.
Agility to process information and move quickly through problem resolution.

Benefits

Benefits are part of total rewards. Details: https://jobs.firstcitizens.com/benefits.
More information: https://jobs.firstcitizens.com/benefits.

Location: Fayetteville, NC (onsite)

Education: Bachelor's Degree or High School Diploma or GED/Equivalent

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